I recently had the same challenge with almost exactly the same criteria. I ended up buying a keenly priced Circuit Mono Station. It’s mono without the traditional keyboard (because a Bass Station II was too big for me). 2 Osc (with PWM), Ring mod, sub osc, 1 LFO and a 3rd sequencer that can be fashioned into an LFO. It has CV out and audio in (to the filter stage) so you could add something else in the future to give yourself effectively a third osc. The envelop can be switched into cyclic mode and used like an LFO.
I like the filters and the mod matrix. It has plenty of good quality knobs which was really important for me since I’d tried a Blofeld and just couldn’t get into making sound with it.
Patch memory, with the ability to programme change from my Digitakt. Lots of CC control. I can sequence it from the Digitakt but I can also sequence it locally, which I didn’t expect to do but actually I rather like it. Both oscillators can be played on separate midi channels, paraphonically.
I think I can use the CV to clock sync a Pocket Operator (although I haven’t had the time to figure that out yet).
I’ve enjoyed the form factor of the Circuit Mono Station. It’s enjoyable to just plug in on its own with some headphones while on the sofa and do some sound design or sequence a lead or bass line, which I can then sample into the Digitakt to free the synth up for another part.
I also considered the SE-02, AS-1, Minitaur (didn’t like the Octave restriction) and the Dominion Club, but ultimately I couldn’t pass on the CMS at £249 and I’m glad I didn’t. Very nearly got an SE-02 but I had a play with one a week after getting the CMS and it turns out the knobs are too close together for my fingers.
Now I’m left wanting a polysynth, so considering something like a DN or a Micromonsta to fill that gap. Originally I thought I’d use a Volca FM for it but I want to play minor7 chords and 3 voices is one too few.
Here’s my setup (the CMS sounds lovely through the MS-100BT):